SGMXX Mutual Fund

SGMXX Mutual Fund (Saratoga US Government Money Market Portfolio Class I) is managed by Saratoga Capital Management, LLC with $3.9M in net assets. SGMXX expense ratio is 1.91%, holding 4 positions across sectors including Financials. Inception date: 1994-09-01.

SGMXX performance shows a YTD return of 1.20%. The 1-year return is 2.29% and the 5-year return is 2.11%. SGMXX dividend yield stands at 2.10%, paid monthly.

SGMXX top holdings include BlackRock Liquidity Funds FedFund Institutional Shares (24.9%), Dreyfus Govt Cash Man Ins (24.9%), Jpmorgan US Government Money Market Fund (24.9%), MONEY MARKET FUND (24.9%). Go to all SGMXX holdings, SGMXX sectors, or SGMXX dividends.

SGMXX can be compared against other funds. Use SGMXX overlap to find shared positions, or SGMXX vs another fund for a side-by-side view. SGMXX alternatives are available via the screener, along with tax-loss harvesting opportunities.